Mc Kinley Carter Wealth Services, Inc. Reduced Holdings in Q3 2024

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-34
- 1.05%
$405.19 - $478.57 $13.8K - $16.3K
3.21K $1.48M
VUG
Vanguard Growth ETF

ETFs
-62
- 0.32%
$341.08 - $391.94 $21.1K - $24.3K
19.4K $7.44M
IWP
Ishares Russell Mid Cap Growth

ETFs
-689
- 1.89%
$103.87 - $117.59 $71.6K - $81K
35.8K $4.19M
IWR
Ishares Russell Mid Cap ETF

ETFs
-185
- 0.69%
$79.92 - $88.19 $14.8K - $16.3K
26.8K $2.36M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.15K
- 0.45%
$51.78 - $52.98 $59.3K - $60.7K
255K $13.5M
FVD
First Tr Value Line Divid Inde

ETFs
-134
- 0.32%
$40.45 - $45.49 $5.42K - $6.1K
42K $1.91M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.09K
- 3.49%
$95.81 - $109.03 $104K - $118K
30.1K $3.24M
WMT
Walmart Inc.

Consumer Defensive
-32
- 0.2%
$66.91 - $81.4 $2.14K - $2.6K
16.2K $1.31M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.84K
- 2.59%
$75.32 - $84.37 $138K - $155K
69.1K $5.77M
TSLA
Tesla, Inc.

Consumer Cyclical
-136
- 3.25%
$191.76 - $263.26 $26.1K - $35.8K
4.06K $1.06M
IWL
Ishares Tr Russell 200 ETF

ETFs
-16.5K
- 4.19%
$126.32 - $140.44 $2.08M - $2.32M
377K $53M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-941
- 1.13%
$36.02 - $41.68 $33.9K - $39.2K
82.1K $3.39M
PG
Procter & Gamble CO

Consumer Defensive
-42
- 0.12%
$160.76 - $177.82 $6.75K - $7.47K
34.1K $5.9M
IWM
Ishares Russell 2000 ETF

ETFs
-1.49K
- 4.39%
$200.87 - $224.6 $300K - $335K
32.5K $7.17M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.14K
- 1.47%
$66.31 - $74.08 $75.7K - $84.6K
76.6K $5.63M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-684
- 0.69%
$60.84 - $67.51 $41.6K - $46.2K
98.3K $6.64M
JNJ
Johnson & Johnson

Healthcare
-19
- 0.1%
$145.48 - $167.38 $2.76K - $3.18K
19.2K $3.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-657
- 1.19%
$332.02 - $382.76 $218K - $251K
54.5K $20.4M
SBUX
Starbucks Corp

Consumer Cyclical
-2.24K
- 7.06%
$72.51 - $98.6 $162K - $221K
29.4K $2.87M
CAT
Caterpillar Inc

Industrials
-9
- 0.1%
$316.8 - $391.12 $2.85K - $3.52K
9.33K $3.65M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-767
- 0.36%
$36.98 - $41.55 $28.4K - $31.9K
215K $8.84M
TJX
Tjx Companies Inc

Consumer Cyclical
-700
- 0.81%
$107.93 - $120.23 $75.6K - $84.2K
85.3K $10M
ACN
Accenture PLC

Technology
-310
- 2.13%
$295.44 - $355.81 $91.6K - $110K
14.2K $5.02M
AJG
Arthur J. Gallagher & Co.

Financial Services
-8
- 0.03%
$259.22 - $299.75 $2.07K - $2.4K
30.8K $8.66M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-64
- 0.71%
$1015.62 - $1159.62 $65K - $74.2K
8.93K $10.3M
IVE
Ishares S&P 500 Value ETF

ETFs
-19.2K
- 6.31%
$181.06 - $197.17 $3.47M - $3.78M
285K $56.1M
GWW
W.W. Grainger, Inc.

Industrials
-39
- 0.38%
$896.19 - $1044.18 $35K - $40.7K
10.3K $10.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.97K
- 1.22%
$283.28 - $314.39 $1.12M - $1.25M
320K $101M
Activity Summary
Buys All Purchases 115 New Holdings 11 Increased Positions 104 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 1
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